Firm
Millennium Planning Group
Pittsboro, North Carolina
Fee-only
Millennium Planning Group at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 105 individual clients, 8 of them high net worth.
- Its average account is about $201,000 (assets it manages divided by its 170 accounts).
- Its ongoing planning fee starts at $2,500 a year, below the North Carolina median of $4,500.
- Its hourly rate of $500 is above the North Carolina median of $250.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Pittsboro, North Carolina |
|---|---|
| Website | mpgplan.com |
| Phone | (984) 214-8540 |
Millennium Planning Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,500 a year |
|---|---|
| Hourly | $500 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee |
In the firm's words
"Ongoing financial planning and advice starting at $208.33 per month, based on scope of services needed." source
"Hourly consultation at $500 with a 3-hour minimum." source
"$0 - $1,000,000 1.00%" source
"Ongoing financial planning and advice starting at $208.33 per month, based on scope of services needed." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $34 million |
| Individual clients | 97 |
| High-net-worth clients | 8 |
| Accounts managed | 170 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 322368 |